Meet Our Advisors
Each of our advisors works virtually with military clients across the United States and around the world!
Browse the different profiles to find a few advisors to contact and interview for the best fit for your financial life. While each MFAA advisor has deep competency and experience working across the range of military financial planning topics, we each also have narrower areas of focus that may help you find the best fit.
Hi! I’m Dan – I founded Cornerstone Financial Planning, LLC to help people live out their ideal life today through strategic financial planning and real estate investing. Life is too short to live with tension between our time, money, and values. The more clarity I’ve gotten on my values, the more I realized that I needed to redesign my life. I strive to live intentionally and focused on these most important areas in my life, which are my faith, my family, and making the biggest impact that I can in the world around me. My mission is to help you discover your ideal life, and then to create and carry out your personalized financial plan to make it happen!
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Specializations: Real Estate Investing, FIRE, Veteran Entrepeneurs
Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm focused on serving military families and business owners. In 2018 after graduating from the U.S. Air Force Academy, my passion for entrepreneurship collided with my deep interest in personal finance. I saw how most of the financial industry was treating military families with overpriced products, and decided that I couldn’t wait until I was out of the military to do something about it. While still on active duty, I went and got my MBA, passed the CFP exam, and ultimately launched my fee-only firm in 2021 to help military families align their money with their values.
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Specializations: Military Transition, Dual Military Couples, Small Business Owners
Hi! I’m Greg – the founder of Ahead Full Wealth Management. I am a Navy Submarine veteran, a father to school-age daughters, a husband to a high school science teacher, an athlete, and an adjunct professor. I founded Ahead Full Wealth so that I could continue to serve my community and my family after the Navy. I work locally in Rhode Island and Southern New England and virtually nationwide with active duty and veteran military and educators to reduce the complexity and nice while increasing the efficiency and impact in their financial lives.
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Specializations: Educators, Military Transition to Federal/State Government, & Tax Planning/Preparation
Hi, I’m Mike, the Founder and Owner of Next Mission Financial Planning. Financial decisions are complex and interconnected. Military life can add additional challenges with deployments, frequent moves, and often limited spouse employment options. Next Mission Financial Planning works with clients and families like you that have questions about military transition or retirement, using the GI Bill, or just how do I know I’m going to be OK in the future.
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Specializations: Approaching Military Transition, Tax Planning, College Planning for Families with Jr/Sr High School Students, One-time and Project-based planning
Hi, I’m Liz and I’m a fee only financial planner and the founder of Primas Financial Planning. I’m a military spouse, first-generation Mexican American, and the mother of two young ladies aspiring to be ninjas.As the first in my family to graduate from college (and marry into the military), I had to navigate a lot of firsts out of necessity, not choice. Like most of my clients, I didn’t learn about personal finance in school, and I’ve had to make decisions based on the information that was available to me. Some of my financial planning knowledge comes from school and work but a lot of lessons were learned from friends, family, my military community, and by making many, many mistakes.
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Specializations: Military Transition to Tech, Tax Planning, Student Loan Planning
Greetings, I’m Sam, the founder of SJL Financial, a Fee-Only, Advice-Only RIA. I have nearly 25 years of military experience as a Drill Status Guardsman, a dual-status Federal Technician, and now an Active Guard Reserve (AGR). My mission is to transform others’ lives through personalized financial planning. Let’s assess where you stand and discuss the life you aspire to build—because together, we can plan for that!
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Specializations: Guard & Reserve Members, Dual Status FERS Employees, Young Families
Hello, I’m Daniel – founder of Wise Stewardship Financial Planning. As an Air Force veteran and widower, I am grateful to be able to help fellow widowed spouses and military members align their financial lives with their deeply-held values. Like you, I know what military life is like and how it affects every part of your financial life. I love working with clients as a thinking partner to help you align your money with what’s most important to you. I look forward to seeing how I can help you on your own financial journey!
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Specializations: Gold Star Widows, Dual Military Couples, & FIRE
Hi! I’m Amy King, Founder of Instar Financial Planning, LLC. As a Military Veteran married to a Federal employee spouse, I have an insider’s understanding of the challenges and benefits of the military and Federal employee systems. I am also a CERTIFIED FINANCIAL PLANNER TM and a Chartered Federal Employee Benefits Consultant SM. I’ve intentionally built my expertise and my firm to help Military Veterans, Federal employees and their families achieve their financial goals by leveraging our unique benefits and to navigate the challenges we face as we serve our country and communities.
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Specializations: Federal Employees & Military Couples, Military Transition, & Tax Planning
Hi, I’m Pam Bergeson, the founder and principal advisor of Tailwind Financial Planning L.L.C. Throughout my Air Force career, my experience helping coworkers, friends, and family navigate personal financial decisions inspired me to make financial planning my “encore” career. My thirty-year military career taught me the importance of setting goals and building a plan to achieve them and my nearly 35 years as a military spouse reinforced the importance of flexibility and adapting to new challenges.
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Specializations: Senior Officer (O-6/GO) Retirement, Dual Military Couples, & Female Officers
Hi, I’m Derek. I spent 8 years as an Army aviator at stations like FT Rucker, FT Riley, and FT Hood along with a deployment to Afghanistan and culminating in 18 months as an Apache helicopter troop commander at FT Hood. I launched my Trophy Point Financial Planning based on my own financial successes and failures and those of my peers, recognizing that most companies out there are selling financial products to earn commissions and hit sales targets while primarily working with people who are already wealthy. My mission is to help Veterans and young professionals create financial structure in their lives and BUILD wealth. My clients are Veterans in their 20s, 30s, and 40s, who are planning the transition into the corporate world during the most financially complex time of their life.
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Specializations: Military to Corporate Transition, Young Veterans in Corporate World, Stock Options
Hi I’m Kate, founder of Red Clover Financial planning. In 2001, I married an army reservist who I met while working at Fidelity Investments. In 2010, my husband was laid off after returning from his third deployment to Iraq. We used this moment to reflect on what was really important to us and what gives us satisfaction. During this process my husband realized that his heart was in serving his country so he went on active duty and we moved to North Carolina. After understanding the scope of the financial decisions military families must deal with on their journey, I decided to open my own independent firm to help them navigate these decisions and be happier with the financial decisions they make.
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Specializations: Tactical Investment Portfolios, Federal Government Employees, & FIRE
Hello! I’m Adrienne and I love helping people use their money to build and live their best life. I founded Clear Insight Financial Planning, LLC to help fellow military families navigate military and life transitions. As a military spouse, military mom, military daughter, and military granddaughter, I have experienced first-hand the way military service shapes our lives. I know there is no one-size-fits-all answer to life’s big questions. I invite you to join me in a collaborative planning process for your great life!
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Specializations: Student Loan Planning, Medical Providers, Special Needs Planning
Hi, I’m Brian, founder of Winged Wealth Management and Financial Planning. After 23 years flying and commanding in F-16s and F-35s, I became a Certified Financial Planner® and started my firm to become what I could not find on my own financial journey: an advisor that specializes in helping wealth-minded, DIYer’s get fiduciary advice on their own terms. I provide organization, objectivity, education, accountability, proactivity, and partnership to help families navigate transitions, clarify complexity, and sleep well knowing their dreams are on track.
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Specializations: Active Duty Aviators, Airline Pilot Families, Senior Officer (O6/GO) Retirement
Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m passionate about working with servicemembers and their families to help them take charge of their money and make confident life decisions. Together we explore what’s important to you, where you want to go in life, the challenges, and what your options are. Then with you in the pilot seat, we build a plan to help you live your best life. Then as life changes or throws you a curve, I’m right there with you to adjust and adapt. Reach out and let’s do this – together.
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Specializations: Junior Leaders, Group Financial Planning, & Federal Government Employees
Hi, I’m Andie – founder of The Table Financial Planning. I am a wife, mom, grandma, small business owner, (accidental) landlord, runner, homeschooler, and family CEO through a dozen military moves. I founded The Table to continue educating and advising military families on their financial life journey. Today I work virtually with active duty and retired military families all over the country. I’d love for you to join me.
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Specializations: Real Estate Investing, Military Transition to Tech, & Women 50+
When I was a young sailor, I couldn’t find the kind of financial advisor I wanted – so when I retired from the Navy, I became one. When Sean Gillespie and I couldn’t find a financial advising firm focused on serving military families to work for, we started our own. Now we can provide fiduciary financial planning advice to the people we want to help, and charge a fair, fee-only price to do it.
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Specializations: Business Owners, Real Estate Investing, & Tax Preparation / Tax Planning